LMG Wealth Partners’s American Electric Power AEP Stock Holding History

LMG Wealth Partners’s Portfolio AEP Stock Details AEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$560K	Hold	4,096	–	–	0.09%	119
2026 Q1	$537K	Hold	4,096	–	–	0.1%	112
2025 Q4	$472K	Hold	4,096	–	–	0.09%	115
2025 Q3	$461K	Hold	4,096	–	–	0.09%	114
2025 Q2	$425K	Hold	4,096	–	–	0.09%	105
2025 Q1	$448K	Hold	4,096	–	–	0.1%	100
2024 Q4	$378K	Buy	4,096 +1,096	+37%	+$106K	0.08%	102
2024 Q3	$308K	Hold	3,000	–	–	0.07%	103
2024 Q2	$263K	Hold	3,000	–	–	0.07%	107
2024 Q1	$258K	Hold	3,000	–	–	0.07%	107
2023 Q4	$244K	Hold	3,000	–	–	0.07%	96
2023 Q3	$226K	Sell	3,000 -165	-5%	-$13.4K	0.07%	96
2023 Q2	$266K	Hold	3,165	–	–	0.08%	94
2023 Q1	$288K	Hold	3,165	–	–	0.09%	90
2022 Q4	$300K	Buy	+3,165	New	+$288K	0.1%	89

Other funds holding AEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LMG Wealth Partners's AEP Position: Q2 2026 in Review

LMG Wealth Partners held its American Electric Power (AEP) position steady in Q2 2026 at 4,096 shares worth $560K. The position accounts for 0.09% of the portfolio, ranked #119.

LMG Wealth Partners first reported a position in AEP in Q4 2022 and has held it in 15 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

LMG Wealth Partners held 4,096 shares of American Electric Power worth $560K as of Q2 2026.
LMG Wealth Partners left its American Electric Power share count unchanged in Q2 2026.
American Electric Power made up 0.09% of LMG Wealth Partners's portfolio in Q2 2026, its #119 holding.
LMG Wealth Partners first reported a position in American Electric Power in Q4 2022 and has held it in 15 quarters since.
1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.